Partnering for Your Financial Success

Comprehensive Tax and Bookkeeping Services

Tax Services

My tax services are dedicated to maximizing your returns and simplifying the filing process whether you're an individual or small business. With thorough attention to detail, I ensure you get the most from your tax return, navigating complex tax laws that software alone can't always handle. Trust a real expert to get your taxes done right the first time. I offer secure, remote services in Utah and surrounding states, making tax filing convenient and efficient for you.

Book A tax appointment

BONUS DISCOUNT: Get an additional discount for your tax appointment when you leave a Google Review.

Individual

END OF SEASON SALE: ONLY $225

(normally $250)

What’s Covered

IRS Form 1040

Up to 2 W-2s

*Additional charges may apply for other forms, research, or accounting needed.

Book An individual tax appointment

Small Business

END OF SEASON SALE: ONLY $325

(normally $350)

What’s Covered

Sole Ownership

Single Owner LLC (Schedule C)

*Additional charges may apply for other forms, research, or accounting needed.

*I do not do C corps, S corps, or partnerships, but can refer you.

Book a Small Business tax appointment

Bookkeeping Services

My bookkeeping and accounting services are designed to simplify your financial management and support your business growth. I offer personalized assistance tailored to your needs, ensuring that tracking expenses, submitting payroll, and understanding profits are hassle-free. Unlike larger firms, I provide one-on-one support and scalable solutions without unnecessary overhead or complex software. Whether you're thriving or just getting by, we're here to help you make sense of your finances and make informed decisions for a successful future.

request a free consultation

Start-Up Packages

I will work with you to customize your package. You will receive the insights and tools that fit your business and budget, and that maximize your profits.

Consultation and Evaluation

Evaluate your current tools, data, and systems

Identify your pain points or system gaps

Identify the most relevant and helpful data to collect

System Implementation

Identify relevant accounting tools and data

Create or implement specialized tools for your business

System Training

Enable you to utilize these systems with easy and consistency

Follow Up

A follow up consultation to ensure successful implementation

*This packages does not include the price of software or other accounting tools acquired.

Maintenance Packages

You have a handle on the basics of your accounting and bookkeeping, but you don't have the time to keep up day to day. This package frees up your time.

Basic Bookkeeping Report

Identify relevant reports for your business

Update or organize any data needed for the report

Synthesize and Summarize

Condense critical data

Identify key data summaries

Presentation and Consultation

Once the system is set up, you don't have to worry about it

Quarterly reporting and analysis will be assessed

*Additional charges may apply for other forms, research, or accounting needed.

*I do not do C corps, S corps, or partnerships, but can refer you.

Save time & headaches

Hi, I'm Holly

I live in Utah County, Utah with my husband, two adorable kids, and our pups! I am passionate about helping individuals and small businesses simplify their tax and accounting processes. With a focus on thoroughness and efficiency, I strive to create better systems and educate my clients for smarter financial decisions. Whether you're looking for help with taxes or year-round bookkeeping, I'm here to offer personalized support tailored to your unique needs.

BOOK A TAX APPOINTMENT

Working With Me

Collaborative Approach

We work as a team to ensure you get the best possible outcomes for your tax and bookkeeping needs.

Your Advocate

As your advocate, I am dedicated to supporting taxpayers and small businesses every step of the way.

Simplified Solutions

I make the taxes and bookkeeping simple and clear, helping you understand every detail throughout the process.

BOOK A TAX APPOINTMENT

Frequently Asked Questions

If you have specific questions, don't hesitate to reach out to me directly using the button below.

Contact Me

Where can I get a list of tax forms needed to complete my taxes?

If you request a free consultation, we will discuss the documentation and forms needed to complete your taxes. However, the IRS website is fairly easy to navigate and has every form you need available for downloading and printing as well as very good explanations of what each form is for in basic terms. Tax law can be very nuanced and complex, It can be difficult to know if you are doing it right. Finding a trusted Tax preparer is a great way to ensure you are getting the most out of your taxes.

How do I know if I should itemize my deductions or take the standard deduction?

The general rule for individuals is that if your qualified deductions are greater than the standard deduction/filing threshold and you can substantiate your deductions, it is a good idea to itemize your deduction.

I have a limited budget, will I be able to afford your services?

I will strive to find solutions that both fit within your budget and provide the most "bang for your buck". We will work together to get a clear understanding of what your goals, priorities and resources are, then figure out a solution that fits your budget and needs. Whenever I can recommend cheap or free options, I will. I want all small businesses to understand the resources at your disposal.

Why aren't prices listed on your website?

The services listed on my website provide an explanation of possible services and my specialties but are not finite. Each person and business has different needs so each package will be customized to those needs.

Do you charge by the hour or or by project?

I have 4 pricing structures based on the service:

1. Tax services: These are charged per form needed to complete your taxes. Most packages start at $250-450 but will vary based on each situation.

2. Packaged services: These are customized to your businesses specific needs but will be priced as a whole package which may include creation of tools, reports or services as well as a breakdown of the frequency of services requested.

3. Accounting and Service Fees: These fees may vary based on the work needed to correct, collect or structure accounting data. The size of the data set, and the needed insight will vary from situation to situation. Once these needs are assessed, we will reach out to decide to most cost effective solutions.

4. Consultation: If you would like to discuss, receive training, or utilize our expertise outside of our designated packages or initial consultation, additional fees may be applied.

What is "business intelligence"?

Business intelligence is an analytical and data driven approach to getting insight into the trends of your business. These services are often provided only to larger businesses who can hire onsite consultants. However, small businesses often struggle to grow because they have inadequate information about what is and is not working about their sales, marketing, spending, vendor trends, competitor analysis. We strive to help you utilize tools within your range to gain this insight and even provide services to help you research new ways to understand the trends in your business.